Francesco Cucuzza is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brandon Smith is a financial advisor with TLG Advisors, Inc. based in Chesterfield, VA. He holds the ChFC® designation and Series 66 license and has 10 years of industry experience. His prior work includes roles at Milestone Financial Solutions, AXA Advisors, LLC, and Waypoint Wealth Services LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised and direct-to-consumer investment programs.

Spencer Rife is an advisor at Truist Advisory Services with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Truist, he held various roles in education and fitness from 2015 to 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration within the Truist enterprise.

Justin Charnock is a financial advisor at Davenport & Company LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Davenport in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by specialized teams and committees.

Tyler Coffey is an investment advisor representative at TLG Advisors, Inc. He holds the Series 66 designation and has recently entered the industry, with prior roles including a business operations coordinator position at Milestone. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Pavitra Maharaj is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Maharaj previously worked at HSBC Securities (USA) Inc and HSBC Bank USA, N.A., in addition to two prior tenures at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tara Archer is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked with Truist and its predecessor firms since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

David Henderson is a financial advisor at Davenport & Company LLC in Richmond, VA, with 21 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2000. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by dedicated portfolio teams and supported by regular committee oversight.

Stephanie Bednar is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with 19 years of industry experience. She has been with Davenport & Company since 2006. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profits. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Charles Johnson is a financial advisor at Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Davenport & Company since 1992. Johnson serves as a board member and finance committee member for Agecroft Hall Museum. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Brian Robson Jr. is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has worked at Orenduff & Associates since 2021 and runs Robson Financial Legacies, LLC, a business focused on insurance and annuities. Robson is also active in the community as a board member of the Richmond Council of the Navy League of the U.S. and serves on the executive committee of the Pine Point Citizens Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering educational support and personalized retirement planning.

Eugene Valentine Jr. is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 63 designation and over 43 years of industry experience. He has been with Davenport & Company since 1993 and has a longer tenure with its affiliated entity dating back to 1982. Outside of his advisory role, he serves on several nonprofit boards, including Venture Richmond and Friends of Hollywood Cemetery, and holds leadership positions such as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and provides a variety of strategies managed on a discretionary basis, alongside public finance, underwriting, and advisory services.

Ann Gurkin is a financial advisor at Davenport & Company LLC with 32 years of industry experience. She has been with Davenport since 1999 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as treasurer and participates on the finance committee for the Peter Paul Development Center, an early childhood education center in Richmond, VA. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by regular committee oversight.

Edward Butler is a financial advisor at &PARTNERS with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing a combination of proprietary models and third-party manager solutions across discretionary and non-discretionary portfolio management.

Ann Boyd is a financial advisor at Davenport & Company LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, and Securities America. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and strategies.

Joseph Lombard III is a financial advisor at Davenport & Company LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Davenport since 1999. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, non-profits, and corporations. The firm offers a range of services delivered through various managed accounts, mutual funds, ETFs, and retirement solutions, with investment decisions made by dedicated portfolio teams supported by a weekly Investment Policy Committee.

Ricky Lafon is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for four years and has been involved with Financial Dynamics since 2014, where he provides insurance products as part of client financial plans. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions with investment decisions implemented on either a discretionary or non-discretionary basis.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 17 years of industry experience, including over 20 years with Davenport & Company. He serves on the Outside Advisory Council for DebtBook, participating in occasional meetings and discussions. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by a weekly Investment Policy Committee.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Rice is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles outside finance, including food delivery with DoorDash. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm provides a range of advisory programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.